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IFP Advisors’s PTC PTC Stock Holding History

IFP Advisors’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,400
Closed -$77K – 4175
2017
Q2 		$77K Buy
+1,400
New +$77.1K ﹤0.01% 1688

Other funds holding PTC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFP Advisors's PTC Position: Q2 2026 in Review

IFP Advisors increased its PTC (PTC) stake by 16% in Q2 2026, buying an estimated $7.29K and bringing the position to 394 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2476.

IFP Advisors first reported a position in PTC in Q4 2015 and has held it in 40 quarters since. The position peaked at $190K in Q2 2017. 91 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • IFP Advisors held 394 shares of PTC worth $44.8K as of Q2 2026.
  • IFP Advisors bought 54 PTC shares in Q2 2026, an estimated $7.29K.
  • PTC made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2476 holding.
  • IFP Advisors first reported a position in PTC in Q4 2015 and has held it in 40 quarters since.
  • IFP Advisors's PTC position peaked at $190K in Q2 2017.
  • 91 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.